PerfectApps™ Help Guide

Complete the steps below to add a chart to your report:

1.With a report loaded in the Report Designer Layout view, drag a Pie, Bar or Line Chart object onto the report.

2.On the Properties panel, collapse the Navigation and Style sections and expand the Data section.

3.In the Data Source drop-down, select the app that will supply the data for the chart.

If you need to report on data from an app that is not listed, you must first add it as another data source under the Report Properties.

4.In the Fields / Group section, select the fields to report on or click the ellipses button to specify fields for the chart.

5.In the Fields / Value section, select the function (such as Sum or Average) and the fields on which to report the values. Alternatively, you may click the ellipses button to build a value statement for the chart.

6.Specify additional sorting, filtering and other miscellaneous options as needed.

If you have a bar chart that reports on a drop-down object containing values populated using a connection, you must ensure that the Show All Possible Values check box is not checked.

Bar Chart

(3 min)

The Bar Chart is one of the options available for displaying data in a report. Watch this tutorial to learn how to use this in your reports.

Pie Chart

(2 min)

The Pie Chart is another of the options available for displaying data in a report. Watch this tutorial to learn how to use this in your reports.

Line Chart

(2 min)

The Line Chart is another of the options available for displaying data in a report. Watch this tutorial to learn how to use this in your reports.